Brave Warrior Advisors Glenn Greenberg
Top positions activity
Value History
Quarterly report: Q1 2026
Total portfolio value: $4.0B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
SNX
|
TD Synnex Corp | 515.2M 12.75% | 3.1M | -109.6K ↓3.46% | |
|
OMF
|
OneMain Holdings Inc | 412.0M 10.19% | 7.7M | -36.0K ↓0.46% | |
|
ICLR
|
Icon Plc | 331.6M 8.2% | 3.0M | +3.0M Newly Added | |
|
ANTM
|
Anthem Inc | 328.6M 8.13% | 1.1M | -129.5K ↓10.34% | |
|
AN
|
Autonation Inc. | 302.2M 7.48% | 1.5M | -5.0K ↓0.32% | |
|
SLM
|
SLM Corp. | 290.8M 7.19% | 13.6M | +752.4K ↑5.86% | |
|
PRI
|
Primerica Inc | 220.3M 5.45% | 879.3K | +99.2K ↑12.72% | |
|
LEN
|
Lennar Corp. - Class A | 209.3M 5.18% | 2.4M | -1.4K ↓0.06% | |
|
BLDR
|
Builders Firstsource Inc | 195.3M 4.83% | 2.4M | -6.9K ↓0.29% | |
|
MPLX
|
MPLX LP - Unit | 185.7M 4.59% | 3.3M | -1.2M ↓27.28% | |
|
COF
|
Capital One Financial Corp. | 183.2M 4.53% | 1.0M | -4.6K ↓0.45% | |
|
RYAAY
|
Ryanair Holdings Plc - ADR | 175.7M 4.34% | 3.0M | -17.3K ↓0.57% | |
|
FNF
|
Fidelity National Financial Inc | 162.4M 4.02% | 3.5M | -16.9K ↓0.48% | |
|
DHI
|
D.R. Horton Inc. | 95.2M 2.35% | 693.6K | -8.3K ↓1.18% | |
|
AM
|
Antero Midstream Corp | 41.9M 1.03% | 1.8M | -8.1K ↓0.44% |